What this screen is for
A settlement gathers the work an instructor has done into a single amount to be paid. This screen lists them by settlement number and instructor, with filters for status, instructor, period type, date range and amount, and columns you can order by. Where the grouped view is used, the totals shown are rolled up across every matching settlement rather than only the page on screen. Hovering a settlement's lessons shows what it covers.
When to use it
Work through it on your payment cycle: review what each settlement contains, then record payment against it. Australian companies also have the bank payment file facility here.
What you see on this screen
Four cards: Total, Owed to instructors (unpaid payouts), Owed by instructors (cash they collected, still to recover) and Paid. The table carries:
- Settlement # — the settlement number
- Instructor — whose settlement it is
- Period — the dates the settlement covers
- Bookings — how many lessons it gathers
- Commission — the commission earned on those lessons
- GST — tax on the commission where it applies
- Total — the amount payable; a negative figure is marked to recover, meaning the instructor owes you rather than the other way round
- Status — draft, approved, invoiced or paid
- Actions — open the settlement
Every column except Actions can be sorted on, and Period, Bookings and GST fold away on a narrow screen so the amount, status and buttons stay visible.
Group view collects settlements by instructor or by date, each group showing its settlement count, bookings, commission, GST, total and a status breakdown, and opening to the settlements inside it.
Filters and actions
Show Filters opens Period, Status, and a minimum and maximum Amount which matches either direction, with Reset. List and Group switch the layout, and Group by chooses instructor or date.
Bulk actions appear with the number selected: Approve on drafts, Mark Paid on approved settlements, and Export ABA on approved ones for Australian bank payment files, with ABA Settings alongside. Balances shows the amounts owed per instructor, and Generate Settlements creates them.
Status values
- Draft — created but not approved; not visible to the instructor and not payable
- Approved — agreed and ready to pay
- Invoiced — an invoice has been raised against it
- Paid — settled
Related
- All Bookings — the bookings a settlement is built from
- Instructors — pay and bank details used when settling